Crestwood Advisors Group, LLC
CIK 1426853
13F filing for Q2 2026・No. 749
- Holdings
- US$6.74B
- Quarter change
- +US$798.94M
- Entries
- 985
- Net bought (estimate)
- +US$47.09M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 155
- Sold out 43
- Cut 259
- Added 432
- Corporate actions 8
- Unchanged 31
Largest holdings
877 stocks worth US$6.74B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| AAPLAppleStock | Cut | 1,369,680 | US$396.32M | 5.88% |
| IVVISHARES CORE S&P 500 ETFETF | Added | 475,264 | US$355.92M | 5.28% |
| GOOGLAlphabetStock | Cut | 702,017 | US$250.88M | 3.72% |
| NVDANvidiaStock | Cut | 1,021,922 | US$204.47M | 3.03% |
| MSFTMicrosoftStock | Added | 547,463 | US$204.21M | 3.03% |
| AMZNAmazonStock | Cut | 783,936 | US$186.84M | 2.77% |
| AMATAPPLIED MATLS INC COMStock | Cut | 240,264 | US$173.7M | 2.58% |
| APPLIED FINANCE VALUATION LARGE CAP ETFETF | Added | 2,986,485 | US$138.11M | 2.05% |
| GOOGALPHABET INC CAP STK CL CStock | Added | 351,926 | US$124.35M | 1.84% |
| ISHARES CORE U.S. AGGREGATE BOND ETFETF | Added | 1,207,232 | US$119.49M | 1.77% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 3, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.